About Oxford

A multifamily office founded on deliberation preceding actionable strategy.

Where it Started

Our History

Oxford Group began as a vision to redefine wealth management for modern families. We found that traditional models are often impersonal and fragmented, leaving consumers alone to navigate disjointed advice in the maze of investment options, tax regulations, and estate laws. Our model unifies disparate financial pillars into a tailored, comprehensive plan for each client.

Over the years, we have grown into a trusted partner for clients across the United States, offering a full suite of services under one roof. Our client relationships are based on thoroughly understanding their needs, intentionally planning and coordinating among departments, and delivering results that exceed expectations. Today, we continue to adapt intelligently, leveraging advanced financial strategies while maintaining the personal connection that has been our hallmark since day one.

“Price is what you pay, value is what you get.”
— Warren Buffett and Charlie Munger

Who We Are

Leadership

Taylor Vowles

Founder & Chief Wealth Officer

Investments

Parker Petersen

Chief Investment Officer

James Hanna

Senior Analyst

Brock Nixon

Analyst

Tax & Family Office

David Lysenko

Chief Operating Officer & President, Family Office Tax

Wendy Cook

Director of Trust & Estate Planning

Brayden Johnson

Vice President of Tax

Client Service & Operations

Mikail Jenkins

Director of Client & Family Office Services

Natalie Ford

Director of Client Operations

Ashlyn Johnson

Chief of Staff

Holly Cerny

Client Service Associate

Matt Barber

Head of Operations

Our Philosophy

Integrate multidisciplinary advice. Ask rigorous questions. Challenge assumptions. Plan meticulously. Adapt intelligently.

While running our own multifamily office for more than a decade, we left outdated models behind to develop a unique paradigm in the wealth-management industry: a unified financial architecture designed and led by a team of specialists.

We work closely with each client to develop a financial strategy as unique as your family’s situation and goals. Because the different aspects of your financial life don’t operate independently, we intentionally strategize so that decisions in one area reinforce and improve outcomes in the other areas. We help you build and preserve wealth by coordinating investments, tax and estate planning, and governance decisions as your life evolves